LOUISIANA CPA EDUCATION FOUNDATION INC

EIN: 721215514 501(c)(3)

METAIRIE, LA

Total Revenue
$56,055
Total Expenses
$43,169
Total Assets
$593,012
Net Assets
$593,012
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
LA
Principal Officer
RONALD GITZ
Phone
5044641040
Tax Period
2024-05-01 to 2025-04-30

LOUISIANA CPA EDUCATION FOUNDATION INC, founded in 1992, is a micro nonprofit that reported $56K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $13K, a strong 23% operating margin.

Mission

THE FOUNDATION WAS FORMED TO PROVIDE FINANCIAL ASSISTANCE THROUGH SCHOLARSHIPS TO COLLEGE STUDENTS ENROLLED IN AN ACCOUNTING PROGRAM.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $33,435
Program Service Revenue $0
Investment Income $22,620
Other Revenue $0
TOTAL REVENUE $56,055

Expense Breakdown

Grants Paid $39,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $43,169
Other Expenses $4,169
TOTAL EXPENSES $43,169

Year-over-Year Comparison

2024 2023 Change
Revenue $56,055 $60,606 -0.1%
Expenses $43,169 $40,369 +0.1%
Net Income $12,886 $20,237 -0.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
12
Independent Members
12
Employees
N/A
Volunteers
34

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$585,998
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JESSICA CORMIER MEMBER AT LARGE 0.00
Director
$0 $0 $0
DIANE ALLISON MEMBER AT LARGE 0.00
Director
$0 $0 $0
SAMANTHA FALGOUT MEMBER AT LARGE 0.00
Director
$0 $0 $0
JIM SCHNEIDER MEMBER AT LARGE 0.00
Director
$0 $0 $0
NENE GLENN GIANFALA MEMBER AT LARGE 0.00
Director
$0 $0 $0
NICOLETTE RELEFORD MEMBER AT LARGE 0.00
Director
$0 $0 $0
BRETT SUMMERVILLE MEMBER AT LARGE 0.00
Director
$0 $0 $0
LAURA WILEY MEMBER AT LARGE 0.00
Director
$0 $0 $0
J BRYAN EHRICHT IMMEDIATE-PAST CHAIR 0.00
Officer Director
$0 $0 $0
KENNETH CHAMPAGNE TREASURER 0.00
Officer Director
$0 $0 $0
BRIDGET KAIGLER CHAIR 0.00
Officer Director
$0 $0 $0
ANTHONY RUTLEDGE CHAIR-ELECT 0.00
Officer Director
$0 $0 $0
RON A GITZ SECRETARY 1.00
Officer
$0 $51,205 $335,818
LISA WILLIAMS CHIEF OPERATING OFFICER 1.00
Officer
$0 $15,210 $116,136
STACY LOCKWOOD SENIOR DIRECTOR OF PUBLIC 1.00
Officer
$0 $27,026 $134,044
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $56,055 $43,169 $593,012 $12,886
2024 $60,606 $40,369 $556,247 $20,237
2023 $207,439 $33,167 $509,394 $174,272
2020 $106,106 $34,583 $349,693 $71,523
Explore More Nonprofits
Top 100 Nonprofits in Louisiana Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare LOUISIANA CPA EDUCATION FOUNDATION INC with other nonprofits in Louisiana and across the country.